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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,822 | $135,645-22.0% | $110,243-4.0% | $135,380-21.8% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.8%-15.5pp | 82.6%-18.4pp |
| Annual return | -5.77% | 513.24%-519.0pp | 314.76%-320.5pp | 519.81%-525.6pp |
| Employer contribution / active EE | $419 | $4,907-91.5% | $3,827-89.1% | $4,779-91.2% |
| Participant deferral / active EE | $5,002 | $5,507-9.2% | $4,672+7.1% | $5,609-10.8% |
| Admin fee / account holder | $15,259 | $11,458+33.2% | $8,548+78.5% | $10,828+40.9% |